From Financial Advisor to Customer-Centric Business Owner with Dana Anspach
In today’s episode of Framework, Jamie talks with Dana Anspach, the CEO and founder of Sensible Money. Dana has worked in nearly every capacity as a financial…
Empowering FinTech and Identifying the Right Value-Adds with Mark Casady
In today’s episode of Framework, Jamie talks with Mark Casady, the former CEO of LPL Financial. He also co-founded Vestigo Ventures with a focus on financing…
Fiduciary Responsibility and Why Fintech is the Future with Steve Lockshin
In today’s episode of Framework, Jamie talks with Steve Lockshin, the founder and principal at AdvicePeriod. After realizing he did not want to be a doctor, Steve…
Actualizing Your Dreams and Learning Through Failure with Oleg Tishkevich
In today’s episode of Framework, Jamie talks with Oleg Tishkevich, the founder and CEO of Invent.us. Prior to founding Invent.us, Oleg founded Finance Logix,…
Democratizing Financial Planning and Scaling Your Business with Kevin Lozer
In today’s episode of Framework, Jamie talks with Kevin Lozer, co-founder of Holistiplan. Kevin is a financial planner, but he’s also driven to help other financial…
Building a Legacy and Creating a Foundation for the Future of Financial Services With Andrew Altfest
In today’s episode of Framework, Jamie talks with Andrew Altfest, CFP® — the president of Altfest Personal Wealth Management and the founder and CEO of FP…
Scratching Your Own Itch and Mitigating Risk with Aladin Abughazaleh
In today’s episode of Framework, Jamie talks with Aladin Abughazaleh, the CEO and co-founder of ATA RiskStation. Aladin exemplifies the idea of scratching your…
Designing the Client Experience and Leveraging Data with Jason Wenk
In today’s episode of Framework, Jamie talks with Jason Wenk, CEO and Founder of Altruist. Jason is laser-focused on providing effective and memorable client…
Being a Lifelong Learner and Supporting Women in Financial Services with Dawn Wolfgram
In today’s episode of Framework, Jamie talks with Dawn Wolfgram, CLF. Dawn is the President of Women in Insurance and Financial Services (WIFS). She is also the…
Building Relationships and Being Kind to Yourself with Nina O’Neal
In today’s episode of Framework, Jamie talks with Nina O’Neal, a partner and investment advisor at Archer Investment Management, as well as the founder of Female…
Retirement Income Planning and Creating Educated Clients with Christine Benz
In today’s episode of Framework, Jamie talks with Christine Benz, Morningstar’s director of personal finance. Christine has worked with Moringstar for 25…
Building a Technology Strategy and Pushing Financial Planning Into the Future with Joel Bruckenstein
In today’s episode of Framework, Jamie talks with Joel Bruckenstein, the producer of the annual T3 Advisor Conference, the premier technology conference for independent…
Supporting Women in Financial Services and Using Experience to Shape Your Perspective with Angela Ribuffo
In today’s episode of Framework, Jamie talks with Angela Ribuffo, a financial services advisor based in Anchorage. Angela is the President and Financial Advisor…
Training Elite Athletes and the Value of Experience with Kent Katich
This week on Framework, Jamie Hopkins and guest host Brodrick Lothringer sit down with coach and trainer Kent Katich. Kent has coached some of the best athletes…
Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse
In today’s episode of Framework, Jamie talks with Suzanne Siracuse, former Publisher and CEO at InvestmentNews. Suzanne has a long history in the financial planning…
Retirement Income Planning and Playchecks with Tom Hegna
On today’s episode of Framework, Jamie talks with Tom Hegna, a thought-leader in the income planning for retirement space. Tom spent time in the military…